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Aaron Larson

@Triad Wealth Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$188.014MTotal holdings47
Assets growth rate-1.46%Assets growth rate (2-Q avg)22.47%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Triad Wealth Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Triad Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 188.014M in assets, with a quarterly growth rate of -1.46% and a 2-quarter average growth rate of 22.47%. The portfolio is managed by Aaron Larson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VIGIVanguard Whitehall Fds
Recent Activity
Decreased -27.64%
2.61%
$4.893M
55,428 shares@ $88.28 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 14.3%
2.61%
$4.89M
11,363 shares@ $430.31 avg price
MBBIshares Tr
Recent Activity
Increased 217517.4%
2.56%
$4.795M
50,052 shares@ $95.81 avg price
IUSBIshares Tr
Recent Activity
New Position
2.51%
$4.707M
99,884 shares@ $47.12 avg price
IQLTIshares Tr
Recent Activity
Decreased -27.8%
2.46%
$4.621M
111,366 shares@ $41.5 avg price
AAPLApple Inc
Recent Activity
Increased 57.37%
2.33%
$4.379M
18,796 shares@ $233.01 avg price
IVEIshares Tr
Recent Activity
Increased 510175%
2.15%
$4.025M
20,411 shares@ $197.18 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -19.75%
2%
$3.752M
91,251 shares@ $41.13 avg price
SKORFlexshares Tr
Recent Activity
Decreased -28.52%
1.88%
$3.521M
71,686 shares@ $49.12 avg price
EFVIshares Tr
Recent Activity
Increased 16046.88%
1.74%
$3.27M
56,837 shares@ $57.54 avg price